Insurance Svc Manager II - Associate

Job Description

Be part of JPMorgan

Chase’s Wholesale Lending Services group! Join our Central Insurance Team and be the compliance expert we’re looking for.

As an Insurance Services Manager II within JPMorgan

Chase, you will oversee compliance reviews for the commercial and multifamily loan portfolio, including GSE and/or JPMorgan loans. This role requires a highly detail‑oriented and deadline‑focused professional who can manage multiple tasks and projects independently, collaborate with cross‑functional teams, and work effectively within their own group. The position involves significant interaction with both internal and external clients.

Key responsibilities include reviewing and tracking GSE origination and servicing activities, monitoring insurance waiver requests, and supporting the resolution of non‑compliance issues related to GSE requirements.

• Evaluate loan documentation, property appraisals, engineering assessments, seismic studies, and Phase I Environmental Reports to establish insurance requirements specific to each loan.
• Serve as the primary resource for inquiries regarding insurance, coverage standards, and investor guidelines.
• Perform thorough due diligence on loan files to confirm accurate loan setup and ongoing servicing.
• Process insurance waiver and exception requests, including documentation for cases of non‑compliance.
• Recognize and assess risks affecting the company and investors, and promptly communicate any issues related to coverage gaps, deficiencies, or lapses to relevant stakeholders.
• Conduct annual reviews of insurance certificates, statements of value, and invoices to verify adherence to investor standards.
• Audit insurance policies to ensure they meet investor compliance criteria.
• Obtain and track evidence of insurance and proof of payment for loans within the assigned portfolio.
• Effectively manage assigned responsibilities and workload to meet established deadlines.
• Demonstrate flexibility in adapting to changes and prioritize tasks to efficiently manage daily workflow.
• Exhibit accountability for work quality, embrace new challenges, seek opportunities for professional growth, and maintain patience while mastering new procedures.

This position is responsible for assessing assets and collateral to confirm adequate insurance coverage. The role ensures adherence to federal regulations, investor requirements (including Fannie Mae and Freddie Mac), as well as compliance with JPMorgan Chase’s Global Flood and Non‑Flood Insurance Policy.

• Bachelor’s degree in business or finance, or insurance‑related industry designations with direct experience and demonstrated ability to perform the required tasks.
• Clear knowledge of Commercial Insurance Coverage – Property (including Flood, Wind, Earthquake and Terrorism), General Liability (including Workers Comp and Auto), Professional Liability and Umbrella/Excess Liability Insurance.
• Problem‑solving skills and initiative to troubleshoot and find resolutions.
• Excellent written and oral communication skills through all levels of the organization.
• Ability to identify, interpret and apply applicable guidelines in managing assigned processes.
• Strong organizational skills with a focus on accuracy and attention to detail.
• Ability to schedule workload efficiently to meet multiple deadlines and manage assigned portfolio, prioritizing according to risk and urgency.
• Ability to work well as part of a team while also capable of self‑motivation and strong individual performance.
• Provision of premier customer service to investors, borrowers, agents and co‑workers.
• Demonstrated continued growth and development toward a senior role in the department.
• Positive attitude in all situations. Requires high level of computer proficiency in Microsoft Office, specifically Outlook, Word, and Excel.

• Proficient in leveraging AI/ML to enhance insurance processes and improve decision‑making capabilities.
• Familiarity with Agency and Lenders programs a plus.
• Skilled in overseeing project management activities to ensure timely and successful delivery.
• Strong ability to…